$英偉達 (NVDA.US)$ 你們可能不知道，雖然英偉達佔據了接近90%的GPU市場份額，而英特爾的份額完全為零，但所...

• ISTJ : Nvidia is focused on AI data centers not just any data centers. On the training side, Nvidia has almost 100% market share, on the inference side, AMD has some market share but not as much as Nvidia. Intel has 0% in AI data center business.

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• 151654992 樓主 ISTJ : That's correct, but AI is a very small portion of what super computing centres do. A lot of the tasks that can be performed on Intel cpus can't be performed on nvidia gpus. And these tasks can't be skipped.

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• Too : Intel 人老珠黄，不受待见。但是没了Intel,世界就不动了，没了英伟达，无所谓最多没游戏玩。

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• 151654992 樓主 Too : Problem is AMD isn't exactly catching up. AMD shines in some aspects, but just suck in the rest.

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• FinancialFree8888 : If Intel so good and essential, why performance so bad in profit. He can raise any how price if intel is really so essential as you said. But the fact is miss all estimate

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• 151654992 樓主 FinancialFree8888 : That's because Intel has already grown for a long time to the current size. You can't have unlimited growth, same thing nvidia will have to deal with eventually. And just because growth has slowed, doesn't mean no sales done. They still get sold.

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• FinancialFree8888 : No one said no sale but no profit per share while nvdia has profit. That is important. No growth doesn’t mean have no profit.

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• 151654992 樓主 FinancialFree8888 : Well, if I sell 999 cpus a year, and then next year I still do 999.
  
  And you do 2 gpus last year, 4 this year, and 8 next year.
  
  What do you say?

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• FinancialFree8888 : Aiyo, you still stuck. If i sell 999 for $1, next year i can increase to 1.1, then so on if i know that my product so essential lah and people have to buy lah.

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• FinancialFree8888 : I still keep increase my profit if i want

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